To prevent non-compliant providers from showing up to at your locations, Compliance Manager allows you to flag providers as “Do Do Not Dispatch”Dispatch.
Once providers are flagged as “Do Do Not Dispatch”Dispatch, they will not receive stop receiving any new work orders until they are unflagged by your company.Here are
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Flagging and Unflagging Providers as Do Not Dispatch
You can add your providers to the “Do Do Not Dispatch” Dispatch list as well as remove them from there once they are compliant. You can initiate the process of flagging providers either from the Compliance Summary or Certificate of Insurance Detail View tabs of the Compliance Summary section.
Moving Providers to the “Do Not Dispatch” List
When you’d like to avoid dispatching work orders to some of your providers, you may temporarily deactivate such companies by adding them to the “Do Not Dispatch” (DND) list.
While providers are on that list, you cannot send them new work orders and reassign existing ones. Nor can you assign these providers to the locations and trades they haven’t serviced before. Read more about provider assignments.
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Work New work orders that are supposed to be assigned to a provider flagged as “Do Do Not Dispatch” Dispatch will be routed to the provider of the next rank — — based on the provider assignments rule for the location and trade. Read more about provider assignments. |
However, providers can continue working on the service requests already assigned to them and submit invoices against these work orders |
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The do-not-dispatch . |
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The Do Not Dispatch rule also holds true for work orders that get auto-generated work orders in the Planned Maintenance module. When a provider who is assigned to a PM service is flagged as “Do Do Not Dispatch” Dispatch at the time the PM service goes out, those WOs work orders will fail to NOT be generated. |
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The "Do Not Dispatch" providers are now highlighted in gray on the Compliance Summary and Certificates of Insurance Detail View tabs. They also appear under the Do Not Dispatch tab. These companies can no longer take on future work orders, i.e., work orders with the call date later than the date of flagging the providers as “Do Not Dispatch”.
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The “Do Not Dispatch” providers are grayed out in all the drop-down lists where you can pick providers upon creating or reassigning work orders as well as upon assigning providers to new locations and trades. |
Providers will only stay on the “Do Not Dispatch” list as long as you keep them on there. Once providers have gotten back into compliance, you can manually remove them from the Do Not Dispatch tab.
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The selected providers disappear from the Do Not Dispatch tab, which means you can assign new service requests to them.
"Do Not Dispatch" providers are highlighted in gray on the Compliance Summary and Certificates of Insurance Detail View tabs. On those tabs, you can find the Hide Do Not Dispatch Providers checkbox that allows you to filter out "Do Not Dispatch" providers. Once you select the checkbox, the page displays compliance information on those providers who are not flagged. Read more about Filtering and Searching for Providers from the Compliance Summary tab and about Filters for Viewing Insurance Compliance on the Certificates of Insurance Detail View tab.
On the Do Not Dispatch tab of Compliance Manager, you can check which of your providers currently don’t receive new work orders because of their non-compliance.
The following details are available:
- Provider company name
- Overall compliance percentage
- Date when the provider was added to the “Do Not Dispatch” list
- Date of the last communication with the provider — the date when you sent them the last email notification
- Reason for adding the provider to the “Do Not Dispatch” list
When you have to deal with a massive list of providers, the filtering options and the search box atop the list may help you find the required providers in a snap.
You can select the checkbox atop the list to show only primary ranked providers. You can also filter your providers by trade. The search box on the right allows you to find providers by company name.
The buttons below the providers list allow you to perform the following actions on “Do Not Dispatch” providers:
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Once a provider is marked as DND, you will see the DND icon in the Do Not Dispatch column. Here is a handy example of how to flag/unflag providers as Do Not Dispatch:
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